| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Endurance Wealth Management, Inc. | 33,545 | 1,348,000 | 63.79% | ||
| 2 | B. Riley Wealth Advisors, Inc. | 9,623 | 387,000 | 18.31% | ||
| 3 | Janney Montgomery Scott LLC | 9,134 | 367,197 | 17.38% | ||
| 4 | GLENMEDE TRUST CO NA | 280 | 11,000 | 0.52% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
